Commercial Finance Launch Programme

You’ve started your brokerage. Here’s the first 90 days.

You’ve placed deals under someone else’s name. Now the firm is yours.

A clear, honest plan for getting set up, getting your panels and permissions in place, and completing your first deal. Free to use whether or not we ever work together.

The whole journey, at a glance

The 90-day map

Ten modules, four phases, one clear path.

Start with module 1

Day 0 · You are here

01 / 04

Get set up

Days 1–10

Module 01

Choose Your Model & Niche

What you broker, how you reach lenders, how you get paid, and your niche.

1–2 days

Module 02

Money & Foundations

A business account with clean bookkeeping, professional indemnity quoted or in place, and ICO registration.

~2 days (the bank, PII and ICO clocks are theirs)

02 / 04

Get authorised & compliant

Days 5–30

Module 03

Get Authorised

Whether you need the FCA at all, AR or directly authorised, lender-panel access, trade-body membership, and competence.

Weeks of prep; approvals run weeks to months

Module 04

Get Compliant

Everything here is regulated: commission disclosure, AML controls, and Consumer Duty and data where they apply.

~3–5 days

Module 05

Your Software Stack

A CRM at the centre, plus sourcing and criteria tools, and secure document management with e-signature.

~2–3 days

03 / 04

Get seen & get found

Days 20–50

Module 06

Your Brand

A brand built around your niche and an honest founder story, with financial promotions signed off.

2–4 days We can do this one

Module 07

Your Website & Client Portal

A trust-first, compliant broker website and a secure client portal, connected end to end.

1–2 weeks We can do this one

Module 08

Get Found

Your Google Business Profile and local presence, the NACFB find-a-broker and other directories, and a compliant review habit.

~1–2 weeks to set up, then ongoing We can do this one

04 / 04

Win clients & complete deals

Days 30–90

Module 09

Win Your First Clients

Activate your warm network, build introducer partnerships, and run a trust-led first conversation.

Ongoing, weeks to build We can do this one

Module 10

Complete Your First Deal

Onboarding and the fact-find, packaging the deal to a lender, presenting the recommendation, and completion.

Days 30–90, per deal

~Day 90 · Up and running

How every module works

Three calm steps, the same every time.

01 · Learn

Every module starts with why it matters — in plain words, no jargon, no filler.

02 · Do it yourself

Follow step-by-step guidance and real templates you can use straight away.

03 · Ask us

Or hand over the ones we build — your website, being found, your systems.

Who it’s for

New UK commercial finance brokerages, in their first year.

Brokers going out on their own
People leaving a network, lender or packager to set up
Whole-of-market or a lender panel, the path is the same
Appointed Representative or directly authorised, the path is the same

A straight scope note

This covers the business of launching and running a brokerage: your setup, your permissions and panels, your systems, your website, being found, and winning clients.

It is not regulated, financial, or compliance advice. For FCA authorisation, the regulated perimeter, commission disclosure, or Consumer Duty, the FCA, your network, and the NACFB are the right sources.

One note on timing: this is ninety days of effort, not ninety on the calendar. Where a step waits on the FCA, a network, or a lender onboarding you, that clock is theirs. Start the work, and pick it up when they clear you.

Who’s behind this

A small, founder-led UK software & web studio.

We’re Digital Royalty. Everything here is free to use, whether or not you ever work with us. When you’d rather hand any of it over — the website, being found, your systems — here’s how.

Get in touch

No sales pitch · no obligation · just a straight conversation